Young Professionals
Young professionals represent the future of the financial advice business. Read the latest news concerning tomorrow's industry leaders.
One Way to Add Young Clients: Hire a Young Advisor
By Dinah Wisenberg BrinJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 03, 2023
Ask These 5 Questions to Cement a New Client RelationshipThe "Keystone Conversation," as Michael Bungay Stanier calls it, can make an advisor stand out to prospective clients.
June 27, 2023
New Advisors in Short Supply as 72% of Trainees Fail: CerulliNew research from Cerulli says that firms must work on developing sustainable talent pipelines to combat high attrition.
June 26, 2023
12 Best States for Millennials to Live: 2023A new study from WalletHub shows where millennials are thriving and where they are struggling.
June 16, 2023
15 Most Livable Small and Midsize CitiesLivability analyzed about 100 data points on more than 2,000 cities with 75,000 to 500,000 residents.
June 13, 2023
Top 12 States for the Newest Income Planning ProspectsIn these states, more people are aging into the prime retirement planning market.
May 24, 2023
Firms Are Hiring More Diverse Advisors. Can They Keep Them?The CFP Board presents research on how firms have successfully retained diverse talent.
May 16, 2023
The Cheapest Suburbs of the 10 Most Expensive CitiesThe 'burbs may be the answer to affordable housing in these metro areas.